There’s an age-old question, am I on track for retirement?  Well, there’s subjective opinions that are out there and Brad White is here to discuss what we’re talking about being truly on-track for retirement

Some folks who have listened to the show have come in and became clients at Epstein & White and they are still a little puzzled about this thing we call, financial services." What does this industry do for me or how can you help, and we thought heck,

We know the presidential election has come and past for 2024, along with all the other elections and there will now be a second President Trump administration. With the election results now in our rearview mirror, Brad gives us his thoughts on the electi

The cost-of-living estimate is now out and its no longer an estimate. The government has announced that the Social Security COLA (cost of living adjustment) for 2025 is 2.5%. Its an important number for retirees who are on social security, and they wa

We all hear about Risk Tolerancewhats your score or maybe you take a quiz online and it shoots out a number and thats your risk tolerance. How subjective is that test and how subjective are you in relating to that risk tolerance? Brad breaks it down

Well, Brad you wrote kind of a headline to the start of the show and it says, are you averse to feels, but already paying them? I would say probably 99.9% would be 100% yes, but lets dive into this with Brad White because I think were going to have some

In retirement some people think they might not want to live here anymore, although the tough thing about living in California is you dont get this weather just anywhere in the country so its a hard thing to give up, but if family moves across the countr

We dont know how long were going to live, which means you dont know how long you need your money to last. Because we have no idea about this, that makes it very vulnerable, right? Brad offers some helpful tips on how to make your money last in retire

When it comes to retirement income planning, the stock market should not be your sole focus. We know people have felt some angst here in the last few weeks because of the stock market, but should the stock market affect our retirement?   

You know when you get that new job for the first time and you fill out all the paperwork that HR has you doing? You fill that out and dont really think about it again. You get another job and you do all the same stuff. Guess what? Youve got several 4